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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-27 |
| VI | RA | APPROVED | 2023-06-27 |
| CA | RA | APPROVED | 2023-03-10 |
Branch Locations
9465 Wilshire Boulevard Suite 700, Beverly Hills, CA 90212-2351 • United States
Rancho Palos Verdes, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Pedro | CA | 06/2016 | 08/2020 |
| Gerber Kawasaki Wealth & Investment Management | Santa Monica | CA | 08/2021 | 01/2022 |
| Self Employed | Rancho Palos Verdes | CA | 08/2020 | 08/2021 |
| Wells Fargo Clearing Services, Llc | Pasadena | CA | 01/2022 | Present |
| Rbc Capital Markets, Llc | Beverly Hills | CA | 03/2023 | Present |
1) ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 6/15/2017 ADDRESS: 8512 Playa Del Rey, CA DETAILS: Collection of rent and management of this property HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS DURING TRADING: 0 INVESTMENT RELATED: YES 2) NAME OF ENTITY: Nona and Denise Agbo Trust (Rental Property) ADDRESS: 8512 Tuscany Avenue Unit 401, Playa Del Rey CA 90293 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Rental Property CAPACITY: Owner - Active START DATE: 03/31/17 DUTIES: Minimal. My wife deals with the tenant when needed HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-20 |
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